+417.3%
LIN vs ALLY
+201.0%
+216.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.8% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +7.6% | +3.4% | +4.1% | +6.6% |
| 3M | +6.5% | -11.1% | +17.6% | +9.5% |
| 6M | +6.2% | -11.5% | +17.7% | +9.0% |
| YTD | +23.2% | -12.3% | +35.6% | +26.1% |
| 1Y | +25.4% | +1.1% | +24.3% | +23.4% |
| 3Y | +38.3% | +64.8% | -26.5% | +14.8% |
| 5Y | +64.4% | -6.9% | +71.3% | +55.7% |
| 10Y | +417.3% | +194.9% | +222.4% | +250.8% |
| All | +417.3% | +201.0% | +216.3% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling